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☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Microsoft, Wells Fargo, Disney, Apple, First Solar & more
▼ + stars: | 2024-10-08 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

"We reiterate our Overweight rating on the name as NVDA remains our Top Pick." JPMorgan reiterates Charles Schwab as overweight JPMorgan raised its price target on the stock to $86 per share from $78. "We are initiating coverage of Morningstar (MORN) with a Buy rating and a $390 price target. Wells Fargo reiterates Tesla as underweight Wells says it remains "skeptical" heading into Tesla's robotaxi day later this week. "We are initiating coverage of MBX Biosciences with an Overweight rating and Dec 2025 price target of $30."

Persons: Cantor Fitzgerald, Cantor, TD Cowen, Cowen, Wolfe, Wells, Bernstein, Oppenheimer, Goldman Sachs, Milton, Irma, JPMorgan, Charles Schwab, Morningstar, Redburn, Goldman, Tesla, TSLA, Key, Affirm's, it's, Morgan Stanley, it's bullish, Abbott, Susquehanna, KeyBanc Organizations: Anheuser Busch InBev, InBev, Humana, STARS, Microsoft, Disney, JPMorgan, UBS, Biotech, Legend Biotech, Barclays, Optimus, Qualcomm, Express, American Express, Netflix, Bicara Therapeutics, Abbott Labs, Howmet Aerospace, Commercial Aerospace & Defense, Bank of America, Apple, MBX Biosciences, Delta, Argus, McDonald's Corp Locations: China, Wells Fargo, F4Q17, 1H26, Tesla's

☆ Slump for tech stocks could open the door for tactical trades in fourth quarter, investors say
▼ + stars: | 2024-10-07 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The tech trade lost some of its steam over the summer, and that could create opportunities for tactical trading in the fourth quarter, several investors told CNBC. The Nasdaq Composite rose 2.6% during the third quarter, lagging behind both the broader S & P 500 's gain of 5.5% and the small Russell 2000's jump of 8.9%. Still, many investors are cautious of abandoning the tech trade completely even after a few bumpy months. Even after the recent slump, those stocks still account for about 31% of the S & P 500, and even more in many funds focused on tech or growth. RSP 6M mountain This equal weight version of the S & P 500 outperformed the regular S & P 500, the Nasdaq Composite and the Dow Jones Industrial Average in the third quarter.

Persons: Russell, James Ragan, DA Davidson, We're, Frank Tedesco, Ragan, Jason Browne, Alexis, We've, we've, Browne, LEXI Organizations: CNBC, Nasdaq, Nvidia, Microsoft, DA, Astoria, RSP, Dow Jones, Quality, Alexis Investment Partners, Big Tech Locations: Astoria

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Amazon, Netflix, Campbell Soup, Gilead, American Express & more
▼ + stars: | 2024-10-07 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Wells Fargo upgrades Gilead to overweight from equal weight Wells says the biopharma company has an attractive setup. Wells Fargo upgrades Canadian National to overweight from equal weight Wells says it sees "accelerating growth" for the railway company. Barclays downgrades Netflix to underweight from equal weight Barclay says the "growth algorithm is getting more complex." Wells Fargo downgrades Amazon to equal weight from overweight Wells says the "positive revision story [is] on pause for Amazon. JPMorgan upgrades Ally Financial to overweight from neutral and downgrades American Express to neutral from overweight JPMorgan downgraded American Express and says it sees "asymmetric risk."

Persons: Jefferies, Wells, Morgan Stanley, it's bullish, Barclay, NFLX, Piper Sandler, Piper, Mizuho, JPMorgan downgrades Lamb Weston, JPMorgan, downgrades Sherwin, Williams, KeyBanc, Bernstein, Campbell, underperform Bernstein, Coupang, CPNG, Barclays downgrades, Avery Dennison, Garmin, Hershey Organizations: Apple, Apple Intelligence LT, UW, Vertiv Holdings, Coty, Barclays, Netflix, MKSI, Mizuho, JPMorgan, Deutsche Bank, Alliance, Deutsche, UBS, NXP, Express, American Express, Barclays downgrades DuPont, DuPont, Bank of America downgrades Constellation Brands, Bank of America, Constellation Brands, Bank of America downgrades Comerica, of America, CMA, Air Products, Hershey Locations: OW, Gilead, Canada, underperform

☆ Foxconn beats estimates with record third-quarter revenue on AI demand
▼ + stars: | 2024-10-06 | by ( ) www.cnbc.com time to read: +2 min

Taiwan's Foxconn , the world's largest contract electronics maker, beat expectations to post its highest-ever revenue for the third quarter on strong demand for artificial intelligence servers. Revenue for Apple's biggest iPhone assembler jumped 20.2% year on year to 1.85 trillion Taiwanese dollars ($57.3 billion). "The result exceeded the company's original expectations of significant growth," Foxconn said in a statement on Saturday. Strong AI server demand led to robust revenue growth for its cloud and networking products division, said Foxconn whose customers include AI chip firm Nvidia NVDA.O. It has scheduled its annual Tech Day on Oct. 8-9, an event where Foxconn normally announces new products or partnerships.

Persons: Taiwan's Foxconn, Foxconn Organizations: Apple's, Nvidia, Apple, Tech Locations: Taiwan

☆ CNBC Daily Open: October’s gravity bringing stocks down
▼ + stars: | 2024-10-04 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Michael M. Santiago | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. But gravity is catching up with stocks in October, which tends to be a volatile month. If the number of jobs added comes in higher than expected, markets are likely to react well. With the jobs report out in about 12 hours, it's too late for second guessing, in any case.

Persons: Michael M, Dow Jones, David Kelly, Kelly, it's, –, Jeff Cox, Alex Harring, Pia Singh Organizations: New York Stock Exchange, Santiago, CNBC, Dow Jones Industrial, Nasdaq, Nvidia, Dow, U.S . Federal Reserve, Asset Management Locations: New York City

☆ Looking to invest in the 'Magnificent Seven'? Dan Niles reveals the 2 he likes
▼ + stars: | 2024-10-04 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

Hedge fund manager Dan Niles is particularly bullish on one tech stock going in to 2025. That stock is Meta Platforms — the tech giant behind social media platforms Facebook and Instagram as well as instant messaging app WhatsApp. META YTD mountain Year-to-date shares in Meta Platforms Meta is among the so-called "Magnificent Seven" stocks that several investors have been looking at favorably this year. Meta's "really the one that's using AI the best internally," Niles noted. 'Premium name' In addition to Meta, Niles is also keeping a watch on chipmaker Nvidia .

Persons: Dan Niles, Niles, CNBC's, Jensen Huang Organizations: Facebook, Niles Investment Management, Meta, Apple, Microsoft, Nvidia, Tesla, U.S

☆ Jim Cramer tells investors to put this chipmaker and this bank on their buy lists
▼ + stars: | 2024-10-04 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Jim Cramer calls September's nonfarm payroll growth a "no landing" number, meaning we don't have to waste energy debating a hard economic landing versus a soft landing. AMD stock is starting to reflect that, he added, but it hasn't had nearly the gains of rival Club stock Nvidia this year. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, September's, Jim, Lisa Su, hasn't, Morgan Stanley, Wells, It's, Jim Cramer's Organizations: CNBC, Dow, Nasdaq, Club, AMD, Nvidia, Bank, Fed Locations: U.S, Israel, San Francisco, Wells Fargo

☆ CNBC Daily Open: Headwinds from Middle East, tailwinds from China
▼ + stars: | 2024-10-03 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +3 min

Qilai Shen | Bloomberg | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Headwinds blowing from Middle East might have been tempered by optimism in China. Lifted by Beijing's recent announcement of economic stimulus, Chinese stocks have been on a tear. That's caused U.S. exchange-traded funds that track Chinese stocks to rally, helping to keep the U.S. market afloat amid worries over the escalating Middle East conflict.

Persons: Qilai Shen, –, That's, Ryan Grabinski, CNBC's Hakyung Kim, Yun Li, Alex Harring, Samantha Subin Organizations: Chanel SA, Bloomberg, Getty, CNBC, European Union, Dow Jones, Nasdaq, Strategas Securities Locations: Nanjing, Shanghai, China, U.S, Taiwan, India

☆ How the port strike could actually boost Costco sales
▼ + stars: | 2024-10-03 | by ( Paulina Likos | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Club stock Nvidia jumped more than 3% — bucking the pressure on Big Tech. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jensen Huang, Eli Lilly, Lilly, Oppenheimer, Jim Cramer's, Jim Organizations: CNBC, Wall, Nvidia, Big Tech, Blackwell, Broadcom, Devices, Food and Drug Administration, Costco, AMD Locations: New Jersey

☆ A recession is imminent and favored tech stocks set to crater like the 'Nifty Fifty' did, BCA Research says
▼ + stars: | 2024-10-03 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

The rise and fall of the "Nifty Fifty" stocks in the 1970s is a cautionary tale for investors in the Magnificent Seven craze, according to BCA Research. The "Nifty Fifty" refers to a loose group of stocks including Coca-Cola , IBM , Xerox and Pfizer , that rose to prominence in the 1970 to 1973 bull market. The comments from BCA come as the Magnificent Seven stocks continue powering the market to new heights despite a modest pullback this summer. The surge stems from ongoing bets around growth stocks and the artificial intelligence theme, especially as the Federal Reserve begins cutting rates. NVDA YTD mountain Nvidia in 2024 There are plenty of differences between the Nifty Fifty and the Magnificent Seven, Peta said, including megacap tech names' longer track record of outperforming the market.

Persons: Doug Peta, BCA's, Peta Organizations: BCA Research, IBM, Xerox, Pfizer, BCA, Federal Reserve, Nvidia

☆ Chip company insiders sold a record $1.3 billion in stock during the third quarter
▼ + stars: | 2024-10-02 | by ( Nick Wells | ) www.cnbc.com time to read: +3 min

Chip insiders have stepped up their sales of company stock this year as AI-driven demand for processing power has propelled the sector's outperformance. Huang remains Nvidia's largest individual shareholder with around 3.5% of company shares outstanding, according to data from FactSet. In all, NVDA insiders disclosed around $960 million in stock sales during the third quarter, according to data collected by VerityData. Overall, 177 chip company insiders sold stock in the third quarter, down from a recent high of 245 in Q2 of 2024, according to the Washington Service. They sold a collective 12.7 million shares in Q3, a slight increase from Q2 but just below the 13.6 million shares sold in Q1.

Persons: Jensen Huang, Huang, Tench Coxe, Coxe, Hock Tan, Tan, Verity, Richard Wallace, Bren Higgins Organizations: Washington Service, Nvidia, VanEck Semiconductor, VerityData, Broadcom, YTD, KLA Corp, Texas Instruments, SEC Locations: FactSet

☆ Nvidia gets rare downgrade from small firm worried about slowing data center growth
▼ + stars: | 2024-10-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Recent hiccups for Nvidia could be the start of broader weakness for the artificial intelligence boom, and investors should consider dialing back their exposure to the stock, according to one small equity research shop. But last quarter sequential growth slowed again and now I'm concerned that it can continue to slow in Q3 and Q4. Elazar is not completely alone in being skeptical of Nvidia, but it's definitely a contrarian stance. Of the 64 analysts tracked by LSEG, 58 have buy or strong buy ratings on Nvidia, with the remaining six having hold ratings. Nvidia's stock is up 700% since the start of 2023, so being bullish has been the right call for Wall Street analysts.

Persons: Elazar, Chaim Siegel, Blackwell, it's Organizations: Nvidia, Elazar Advisors, Wall Street Locations: decel

☆ Nvidia makes a move to take AI mainstream — plus, a positive call on Home Depot
▼ + stars: | 2024-10-02 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Gordon Haskett took the Club stock to buy and raised its price target to $450 per share, implying 10% upside. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stocks, Oil, Jim, Gordon Haskett, Gordon, Lamb Weston, Jim Cramer's Organizations: CNBC, Energy, Nvidia, Accenture, Microsoft, Club, Nike, Humana Locations: Israel

☆ Here are Monday's biggest analyst calls: Nvidia, Amazon, Tesla, Meta, Disney, Apple, Uber, JPMorgan Chase & more
▼ + stars: | 2024-09-30 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Morgan Stanley upgrades Blackline to overweight from equal weight Morgan Stanley said the software company is undervalued. Morgan Stanley upgrades US Bancorp to overweight from equal weight Morgan Stanley said U.S. Bancorp is well-positioned going forward. Barclays reiterates Tesla as equal weight Barclays says it's not sure the EV maker's upcoming robotaxi day will be a game changer. Morgan Stanley reiterates Apple as overweight Morgan Stanley says the iPhone 16 cycle remains "unchanged" for now for Apple. Morgan Stanley downgrades JPMorgan to equal weight from overweight Morgan Stanley sees better value elsewhere than shares of JPMorgan.

Persons: Wolfe, Hess, Brent, Morgan Stanley, reprice, Cantor Fitzgerald, Cantor, Tesla, it's, Uber, Apple, Goldman Sachs, Goldman, JPMorgan, Piper Sandler, Piper, Forman, Gamble, TD Cowen Organizations: Chevron, Bancorp, U.S, MU, Autodesk, Barclays, Citi, Meta, Apple, Pro, Westlake, Resources, JPMorgan, DIS, Brown, Barclays downgrades Procter, Accenture, UBS, Brookfield, Partners Locations: AVGO, ASML, TER, OW, 4Q24

☆ Levels to watch on the Nvidia chart from Katie Stockton after a poor third quarter for AI leader
▼ + stars: | 2024-09-30 | by ( Katie Stockton | ) www.cnbc.com time to read: +8 min

—Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . Fairlead Strategies Disclaimer: This communication has been prepared by Fairlead Strategies LLC ("Fairlead Strategies") for informational purposes only. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this information must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein. This material is not to be reproduced or redistributed absent the written consent of Fairlead Strategies.

Persons: Katie Stockton Organizations: Nvidia, CNBC, NBC UNIVERSAL, Fairlead, CNBC Pro, Securities Locations: NVDA

☆ The S&P 500 hit multiple records this week, but it's still Nvidia's market
▼ + stars: | 2024-09-27 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

The S & P 500 earned three records this week alone. The S & P 500 is also moving in tandem with de facto market leader Nvidia , which advanced 4.6% on the week. Meanwhile four sectors in the S & P 500, real estate, financials, energy and health care, all ended the week lower. .SPX NVDA 5D mountain The S & P 500 still ended the week higher despite a slight pullback in gains on Friday. The month is typically the worst stretch of the year, but so far the S & P 500 is ahead 1.6%.

Persons: Michael Rosen, NVDA, Lori Calvasina, Calvasina, CNBC's Organizations: Nvidia, Equity, Angeles Investments, Macro, Nasdaq, Dow Jones, RBC Capital Markets

☆ Here's what Micron's strong quarter and outlook can tell us about 8 of our portfolio stocks
▼ + stars: | 2024-09-26 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

What's good for memory chipmaker Micron Technology is good for stocks tied to data centers and AI-enabled consumer electronics — two tech trends with robust representation in the Club portfolio. The Micron pop led to broad-based early strength in semiconductor stocks and other tech names. Micron CEO Sanjay Mehrotra's post-earnings commentary on HBM demand was particularly striking. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Sanjay Mehrotra's, Mehrotra, —, Jim Cramer's, Jim Cramer, Jim, Jeremy Erickson Organizations: Micron Technology, Club, Micron, Nvidia, Devices, Broadcom, TAM, Microsoft, Apple, AMD, CNBC, Bloomberg, Getty Locations: Boise , Idaho

☆ 10 things to watch in the stock market Thursday, including the Micron-fueled chip rally
▼ + stars: | 2024-09-26 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

10 things to watch Thursday, Sept. 26 — Today's newsletter was written by the Investing Club's director of portfolio analysis, Jeff Marks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks. China stocks rallied again — this time on signs the Chinese government is prepared to add fiscal stimulus to this week's central bank monetary stimulus. Nvidia and Advanced Micro Devices are Club stocks.

Persons: Jeff Marks, Jim Cramer, Bernstein, Brian Niccol, that's, Mark Zuckerberg, Jensen Huang, Elliott, Truist, Eaton, Morgan Stanley, Jefferies, Hershey, Jim Cramer's, Jim Organizations: Micron, AMD, Nvidia, Devices, Starbucks, Club, GE Healthcare, UBS, Bank of America, JPMorgan, Meta, Southwest Airlines, Elliott Management, GE, Jefferies, Wells, Jim Cramer's Charitable, CNBC Locations: China

☆ Investors are underweight Nvidia compared to the S&P 500, and it's costing them
▼ + stars: | 2024-09-25 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Institutional portfolios will continue to underperform due to a lack of adequate exposure to Nvidia and other winning technology names, UBS warned. Strategist Patrick Palfrey told clients that large-cap managers have 4.4% exposure to Nvidia, despite the artificial intelligence darling accounting for 6.6% of the S & P 500 . That is the biggest underweight position ever in Nvidia, according to Palfrey. As a result, "a continued TECH+ underweight is likely to remain a headwind for many portfolios," Palfrey wrote to clients. The latest evidence came Tuesday as the S & P 500 hit a record high , boosted by a 4% rally in Nvidia as CEO Huang finished selling shares for the time being under a preset trading plan.

Persons: Patrick Palfrey, Jensen, Palfrey, bode, Huang Organizations: Nvidia, UBS, Microsoft, Apple, Google

☆ Here's our counter to analyst negativity about iPhone 16 demand — plus, Nvidia jumps again
▼ + stars: | 2024-09-25 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Club stock kicked into high gear Tuesday on a Barron's report that CEO Jensen Huang completed a predetermined stock trading plan. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jensen Huang, Wednesday's, Jeff Marks, it's, Jim Cramer's, Jim Organizations: CNBC, Treasury, Nvidia, Club, Micron, Apple, Wall Street, Apple Intelligence

☆ Mark Zuckerberg's prototype AR shades get a cool review from Nvidia's Jensen Huang
▼ + stars: | 2024-09-25 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

The chunky black frames, demonstrated by CEO Mark Zuckerberg, are still in development with no timeline on launch. However, the Orion shades represent a first look at the company's holographic AR glasses ambitions. They represent the convergence of the company's Quest line of headsets and its Ray-Ban Meta Smart Glasses, which Jim Cramer has been praising for months and months now. During his Connect keynote Wednesday, Zuckerberg shared a montage of user experiences with the Orion glasses, showing first impressions from notable celebrities. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: —, Mark Zuckerberg, Jim Cramer, Zuckerberg, Orion, Jensen Huang, Huang, it's, Jim Cramer's, Jim, Manuel Orbegozo Organizations: Meta, Orion, Nvidia, Apple, CNBC Locations: Menlo Park , California, U.S

☆ How your tech stock holdings will be impacted by the election
▼ + stars: | 2024-09-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +7 min

The outcome of November's presidential election could have major implications for some popular technology stocks. Meanwhile, a victory by Vice President Kamala Harris may lead to tighter AI regulations focused on safety, ethics and protecting consumers. AI chip giant Nvidia is another likely winner in both split scenarios and a Republican sweep. Heightened antitrust controls over Google and its local search monopoly in a Democrat sweep and split Harris government should also benefit shares of Yelp down 27% this year. Republican sweep Raymond James views Salesforce as a potential big winner in a Republican sweep, noting that "more favorable" corporate tax rates should benefit cyclical software names.

Persons: Raymond James, Donald Trump, Trump, Ed Mills, Kamala Harris, Mills, Harris, Melissa Fairbanks, John Davis, Andrew Marok, bode, Salesforce, Davis, Datadog, Adam Tindle, Josh Beck Organizations: Democrat, Veeva Systems, Flex, Visa, Democratic, Republican, Trump, Republican Senate, Microsoft, Nvidia, Verizon, U.S, Google, Apple, Texas, Intel, Qualcomm, Apollo Global Management, Arista Networks Locations: China, Washington, outperformance, Saudi Arabia, Yelp

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Walmart, Salesforce, Starbucks, Amazon & more
▼ + stars: | 2024-09-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Here are Tuesday's biggest calls on Wall Street: Piper Sandler initiates Colgate-Palmolive and Church & Dwight as overweight Piper said both consumer products company offer an attractive risk/reward. Piper Sandler upgrades Salesforce to overweight from neutral Piper said it sees an attractive risk/reward for the stock. Bernstein reiterates Amazon as outperform Bernstein said advertising is "key to the bull case once again" for Amazon. Wedbush upgrades Comerica to outperform from neutral The firm added the regional bank to its best ideas list. " CFRA reiterates Nvidia as buy The firm says it sees Nvidia with "sustained compute demand" over the coming years.

Persons: Piper Sandler, Dwight, Piper, Baird, Jefferies, it's bullish, Raymond James reinstates Uber, Raymond James, Goldman Sachs, Goldman, KeyBanc, Morgan Stanley, immuno, Oppenheimer, Lowe's, Redburn, it's, Truist, Baird downgrades McKesson, Needham, Apple, Pinterest, Leerink, Guggenheim, Tesla, TSLA, Bernstein, CFRA Organizations: Colgate, Palmolive, Church, Jefferies, Starbucks, Avidity Biosciences, BP, Exxon, Costco, Walmart, Apple, GE Vernova, UBS, Citi, Mastercard, Visa, U.S, DOJ, Comerica, CMA, Nvidia

☆ Intel's wild week leaves Wall Street more uncertain than ever about chipmaker's future
▼ + stars: | 2024-09-21 | by ( Kif Leswing | ) www.cnbc.com time to read: +6 min

The rally provides little relief to CEO Pat Gelsinger, who has had a tough run since taking the helm in 2021. Intel CEO Pat Gelsinger speaks while showing silicon wafers during an event called AI Everywhere in New York, Thursday, Dec. 14, 2023. That prospect would be more palatable to Wall Street if Intel's core business was at the top of its game. Microsoft CEO Satya Nadella said in February that it would use Intel to produce a chip, but didn't provide details. U.S. President Joe Biden listens to Intel CEO Pat Gelsinger as he attends the groundbreaking of the new Intel semiconductor manufacturing facility in New Albany, Ohio, U.S., September 9, 2022.

Persons: Patrick Gelsinger, Brendan Smialowski, Pat Gelsinger, Seth Wenig, Gelsinger, CNBC's Jon Fortt, Intel hasn't, Fortt, Satya Nadella, Joe Biden, Joshua Roberts Organizations: Intel, AFP, Getty, CNBC, Qualcomm, Nvidia, AP, U.S, Taiwan Semiconductor Manufacturing Company, Samsung, Apple, Microsoft, Intel Foundry Locations: Chandler , Arizona, New York, Silicon Valley, Poland, Germany, Malaysian, New Albany , Ohio, U.S

☆ Jim Cramer explains why DuPont is the No. 1 stock he would buy right now
▼ + stars: | 2024-09-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "When people ask me out here which stock in your portfolio would you buy right now, its DuPont," Jim said, adding that at $82 he would buy shares despite the overall market being overbought. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Stocks, Jim, Dupont's, Johnson, Jim Cramer's Organizations: CNBC, Devices, Broadcom, Nvidia, AMD, Evercore ISI, DuPont, FedEx, Nike, PepsiCo, Constellation Energy Locations: AMZN

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